SWS
ALKT icon

SYSTM Wealth Solutions’s Alkami Technology ALKT Stock Holding History

SYSTM Wealth Solutions’s Portfolio ALKT Stock Details ALKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-395
Closed -$11.3K – 110
2024
Q2 		$11.3K Buy
+395
New +$10.2K ﹤0.01% 460

Other funds holding ALKT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SYSTM Wealth Solutions's ALKT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Alkami Technology (ALKT) in Q3 2024, closing a stake of 395 shares — an estimated $11.3K sold.

SYSTM Wealth Solutions first reported a position in ALKT in Q2 2024 and held it in 1 quarter. The position peaked at $11.3K in Q2 2024. 202 funds tracked by Wall St. Rank hold ALKT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Alkami Technology position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 395 Alkami Technology shares in Q3 2024, an estimated $11.3K.
  • SYSTM Wealth Solutions first reported a position in Alkami Technology in Q2 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Alkami Technology position peaked at $11.3K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.